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1,065 hedge funds and large institutions have $26.9B invested in IQVIA in 2026 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 414 increasing their positions, 401 reducing their positions, and 177 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more call options, than puts

Call options by funds: $152M | Put options by funds: $145M

3% more repeat investments, than reductions

Existing positions increased: 414 | Existing positions reduced: 401

2.09% less ownership

Funds ownership: 94.45%92.35% (-2.1%)

7% less funds holding

Funds holding: 1,1411,065 (-76)

26% less capital invested

Capital invested by funds: $36.3B → $26.9B (-$9.4B)

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

33% less first-time investments, than exits

New positions opened: 119 | Existing positions closed: 177

Holders
1,065
Holders Change
-76
Holders Change %
-6.66%
% of All Funds
13.12%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.14%
New
119
Increased
414
Reduced
401
Closed
177
Calls
$152M
Puts
$145M
Net Calls
+$7.54M
Net Calls Change
-$50.3M
Name Holding Trade Value Shares
Change
Change in
Stake
UCB
751
United Community Bank
South Carolina
$269K -$975 -5 -0.3%
GLA
752
Great Lakes Advisors
Illinois
$268K -$27.5K -141 -8%
TCWA
753
Turtle Creek Wealth Advisors
Texas
$268K -$174K -894 -36%
ONB
754
Old National Bancorp
Indiana
$267K +$3.51K +18 +1%
OL
755
Optas LLC
Texas
$266K +$68.3K +350 +29%
BONST
756
Bank of Nova Scotia Trust
Ontario, Canada
$265K +$1.17K +6 +0.4%
AWM
757
Aprio Wealth Management
Georgia
$265K -$37.5K -192 -11%
AIP
758
Ameritas Investment Partners
Nebraska
$265K
GWP
759
Gateway Wealth Partners
Wisconsin
$264K +$302K +1,547 New
RWM
760
Revisor Wealth Management
Ohio
$260K +$7.41K +38 +3%
ZIM
761
Zacks Investment Management
Illinois
$259K +$1.56K +8 +0.5%
SL
762
Sentinus LLC
Illinois
$258K -$214K -1,098 -42%
CIM
763
Cambria Investment Management
California
$254K +$291K +1,489 New
PWA
764
Pitcairn Wealth Advisors
Pennsylvania
$254K
KFSC
765
Keystone Financial Services (Colorado)
Colorado
$253K +$35.7K +183 +14%
SAM
766
Sagewood Asset Management
New York
$253K +$289K +1,481 New
Twin Tree Management
767
Twin Tree Management
Texas
$251K +$287K +1,472 New
EP
768
Essential Partners
California
$251K -$169K -866 -37%
ECM
769
Evergreen Capital Management
Washington
$250K +$18.1K +93 +7%
BRWA
770
B. Riley Wealth Advisors
Florida
$249K -$2.15K -11 -0.7%
SC
771
Savant Capital
Illinois
$249K +$284K +1,458 New
PWP
772
Phillips Wealth Planners
Mississippi
$248K -$31.6K -162 -10%
BAAM
773
Baker Avenue Asset Management
California
$248K +$99.3K +509 +54%
Kayne Anderson Rudnick Investment Management
774
Kayne Anderson Rudnick Investment Management
California
$248K +$174K +891 +159%
TC
775
TwinBeech Capital
New York
$247K +$283K +1,450 New